Create a Cloud engagement
Does the Cloud engagement already exist? Select:
- Yes choose the Entities Cloud engagement to transfer data to if the engagement exists.
- Or No which will prompt navigation to the CaseWare Cloud to create an engagement file if it doesn't exist.
In Cloud select the client entity to launch the Entities profile
Scroll down to
New and select the engagement type
Return to the CloudBridge, change “Does the Cloud engagement already exist?” to
Yes and click
Choose Cloud engagement and select the newly created file to continue with the data transfer.
Select a Cloud engagement
In Step 1: Link this engagement to the Cloud, select Yes to question Does the Cloud engagement already exist? If the engagement was created after opening the Cloudbridge, click Refresh first before selecting the newly created Cloud engagement from ...
Download and installing the CloudBridge
In the Cloud Engagement file select Data / CaseWare Working Papers (else click here). Note: The current CloudBridge download is intended for users on Working Papers 2022. If using an older version, please contact us. For users of CaseWare Working ...
Getting started with the CloudBridge
Prerequisites: Have access to the Firms Cloud instance and logged in. The Cloud engagement file has been created in a Client entity. Have a CaseWare Working Papers file with the CloudBridge in it. Steps Launch the CloudBridge by double clicking on ...
Select a Cloud Entity
Ensure that you are logged into the firm's cloud instance and the entity has been created. To launch the CloudBridge by double clicking on the link in the document manager. Use the Choose Cloud Entity drop down to select an entity. Use the Search ...
Best practice for Cloud Migration
Cloud migration is available for the following desktop products: Audit Systems (Desktop) to Agile Audit (Cloud) FinancialsIFRS (Desktop) to SDS (Cloud) Process to follow for a simple migration process that retains prior year balances and mapping: ...